Client Operations Associate
Paragon Wealth Management
- Doylestown, PA
- 6 days ago
- $50,000–$60,000 Per Year
- Full-time
Highlights
This is a unique entry-level opportunity for someone who is organized, personable, analytical, and interested in learning how different areas of a financial-services business operate. Support for the CPA, CFP®, CFA, or another relevant professional credential may be available.
Numbers & Facts
| Location | Doylestown, PA |
| Job Type | Full-time |
| Salary | $50,000–$60,000 Per Year |
| Company Size | 1 - 10 |
| Headquarters | Doylestown, PA, US |
| Additional Compensation | Bonus |
| Website | https://paragon-wealth.com |
Description
Paragon Wealth Management is looking for a recent college graduate or early-career professional who wants to develop a broad foundation in financial services, client operations, business advisory services, and accounting.
This is a unique entry-level opportunity for someone who is organized, personable, analytical, and interested in learning how different areas of a financial-services business operate.
Support for the CPA, CFP®, CFA, or another relevant professional credential may be available.
This is a full-time, in-office position in Doylestown. Some additional hours may be required during tax season.
Job Responsibilities
The associate will primarily support Paragon Wealth Management with:
- Client-service requests and follow-up items
- Preparation for client meetings
- Internal reporting and recordkeeping
- Workflow management and general operations
- Investment research, portfolio reporting, and asset-management projects, depending on the candidate’s analytical skills and interests
Depending on the associate’s performance, interests, and demonstrated abilities, the position may develop toward:
- Financial advising
- Investment research and portfolio analysis
- Bookkeeping and accounting
- Tax planning and business consulting
- Outsourced controller or CFO services
Qualifications
- Bachelor’s degree in accounting, finance, business, economics, or a related field preferred
- Strong verbal and written communication skills
- Comfortable working with clients and providing responsive, professional service
- Highly organized and attentive to detail
- Able to identify problems and work toward practical solutions
- Capable of working independently after receiving appropriate training
- Takes ownership of responsibilities and follows through
- Curious, analytical, and willing to learn
- Able to manage multiple responsibilities and adjust priorities as business needs change
- Able to handle confidential personal and financial information with discretion
Experience with Excel, QuickBooks, bookkeeping, tax software, financial analysis, or investment research is helpful but not required. We are willing to train the right person.
Skills
- Customer Support/Service
- Organizational Skills
- Time Management
- Problem Solving Skills
- Detail Oriented
Benefits
Paid Time-Off, Retirement / Pension Plans, Paid Sick Days, Medical, Dental, Vision
About Company
Paragon Wealth Management is a growing, client-focused financial advisory firm located in Doylestown, Pennsylvania. We are committed to helping our clients understand what we recommend and why, while providing responsive, personalized service and building long-term relationships.
We work closely with Paragon Accounting & Tax, a separately operated sister company that provides tax preparation, bookkeeping, accounting, and business advisory services. This position offers exposure to both businesses and the opportunity to develop a broad set of professional skills.
We are looking for someone who wants more than a short-term position or a job where every day looks the same. The right candidate will have the opportunity to learn, assume greater responsibility, and help us continue building both businesses.
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